Nicole Webb | Financial Advisor - Wealth Enhancement Advisory Services, LLC (2024)

Wealth Enhancement Advisory Services, LLC

CRD#4988623

Investment Advisor

in Minneapolis, MN

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About this Advisor

Nicole Webb is a certified financial planner working in Minneapolis, Minnesota who has 9 years of relevant experience. Webb is an advisor for Wealth Enhancement Advisory Services, LLC. During their career, Webb has held roles at Wealth Enhancement Group, Lpl Financial LLC, Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services. Webb has a Series 63 license, qualifying them as a securities broker, and can operate in California, Connecticut, Illinois, Louisiana, Minnesota, New Jersey, New York, Texas and Wisconsin.Wealth Enhancement Advisory Services, LLC is a financial advisory company based in Minneapolis, MN. It controls $56 billion in total assets across its 128,050 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 128,050 client accounts, 27% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees typically depend on which services the firm provides the client. However, fees billed by Wealth Enhancement Advisory Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Nicole Webb | Financial Advisor - Wealth Enhancement Advisory Services, LLC (1)

Total Assets Under Management

$56,392,714,492

MN Average: $5,289,111,388

Nicole Webb | Financial Advisor - Wealth Enhancement Advisory Services, LLC (2)

Total Number of Accounts

128,050

MN Average: 8,262

Nicole Webb | Financial Advisor - Wealth Enhancement Advisory Services, LLC (3)

Average Account Size

$440,396

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nicole Webb Work History

Nicole has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Wealth Enhancement Advisory Services

2009 - Present (15 years)

Wealth Enhancement Group

2009 - 2018 (9 years)

Lpl Financial LLC

2009 - 2018 (9 years)

Wealth Enhancement Brokerage Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicole Webb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Enhancement Advisory Services, LLC

Chloe Briel
Minneapolis, MN

Charles Campbell
Minneapolis, MN

Gideon Hicks
Green Bay, WI

Katy Chase
Minneapolis, MN

Kevin Saylor
Alpharetta, GA

Michael Jette
Minneapolis, MN

Cindy Hyde
Minneapolis, MN

Laura Brantley
Houston, TX

Learn more about Wealth Enhancement Advisory Services, LLC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Nicole Webb | Financial Advisor - Wealth Enhancement Advisory Services, LLC (4)

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Nicole Webb | Financial Advisor - Wealth Enhancement Advisory Services, LLC (2024)
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